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MCP servers tagged personal-finance
72 live MCP servers tagged "personal-finance", ranked by trust score. Tags come from package metadata and repository topics, so this list covers servers across every category that work with personal-finance.
Copilot Money MCP
MCP server for Copilot Money App - AI powered personal finance queries using local data
Ezbookkeeping
A lightweight, self-hosted personal finance app with a user-friendly interface and powerful bookkeeping features.
BeeCount
Local-first bookkeeping for iOS/Android/Web · Self-hosted cloud + iCloud/WebDAV/S3 sync · AI capture · MCP | 本地优先的跨端记账 · 自建云 + iCloud/WebDAV/S3 同步 · AI 记账 · MCP
Beanquery MCP
Beancount MCP Server is an experimental implementation that utilizes the Model Context Protocol (MCP) to enable AI assistants to query and analyze Beancount ledger files using Bea…
Bankmcp
Connect your AI assistant securely to your bank accounts via a self-hosted MCP server—read-only access, no payments, one user.
Ledgr
Self-hostable, open-source personal finance app (AGPLv3)
Nudlers
Smart personal finance tracker for Israeli banks & cards. Features AI categorization, recurring payments, self-hosting (Docker), and MCP support.
Wilson
Privacy-first AI bookkeeper — import transactions, categorize spending, track budgets, and generate financial reports. All data stays local in SQLite.
Fireflyiii
MCP server for Firefly III personal finance manager
Server For Ynab
Local MCP server for YNAB budget operations
Budgetbro
Model Context Protocol server for BudgetBro - expenses, recurring subscriptions, trip budgets and cashflow, backed by the BudgetBro Lambda API.
Carbure
Self-hosted household budget app: automatic bank sync (woob), auto-categorization, monthly budgets, trends, iPhone push alerts and a read-only MCP server for AI agents. Logiciel g…
Agentic Financial Planner Lab
Experimental, provider-neutral framework for auditable personal-finance planning agents: deterministic calculators, Monte Carlo simulation, MCP research citations, and a critic ga…
Northstar
AI-native personal operating system for knowledge, planning, finance, study, habits, and automations.
Ynab CLI
CLI and MCP server for the YNAB (You Need A Budget) API
Openbanking MCP
Servidor MCP de finanzas personales (solo lectura) sobre Enable Banking / PSD2. Cuentas, saldos, movimientos y analítica de cualquier banco de Open Banking.
Artha Skills Hub
Agent Skills for Indian retail investing. Method, not fetching: P&L and XIRR, concentration, risk metrics, market-data literacy, fund overlap, filings forensics, and taxation stru…
FinanzPilot
Self-hosted personal finance web app with smart categorization, bank imports, and AI insights
Lobechat
Deploy a self-hosted AI chatbot with a feature-rich interface to power your LLM applications on Windows without subscription fees or usage limits.
Doctor Of Credit MCP
Source-backed bank bonus and credit-card offer research through MCP.
Bankmachine
Local Plaid-backed personal finance pipeline with read-only MCP server
Wealth Forge AI
A precision-engineered AI workforce for fiduciary-grade financial strategy. Modeled after the NeuraForge architecture, FinForge AI uses a Unified MCP Hub and the FinWorth Math Eng…
Opendash
A calm, local-first dashboard for your day: tasks, calendar, money and people on one page. Runs on your own computer with Node.js and zero dependencies. Optional Claude assistant…
Monarch Money MCP CLI
Read-only unofficial Monarch Money MCP server and CLI. Pull accounts, transactions, cash flow, spending and income into Claude or your terminal. Secure and completely local.
Moneywiz MCP Server
Unofficial, local-first, read-only MCP v2 server for MoneyWiz on macOS, with Decimal-safe queries and explicit per-currency results.
Quicken MCP Server
A python based mcp server (with embedded duckdb) to interact with Quicken data via an LLM Client.
partymola/monzo-mcp
text search, and spending analysis with category breakdowns.
haiiibin/acb-tax-mcp
mcp`.
disin7c9/asset-management
only tools it reports rather than recomputes; publishes a `portfolio://guarantees` trust manifest.
finlynq/finlynq
host with Docker + PostgreSQL or use the managed cloud.
Counterpoise Ledger
A web-based double-entry accounting application for personal finance management, built with modern technologies and accounting best practices.
Ledgerline
Local-first personal finance pipeline: SQLite ledger, bank-export ingest, recurring-payment detection, and read-only MCP tools for AI agents
Aifolimizer
Local MCP server that turns Claude into a markets analyst over a live Wealthsimple portfolio. 28 skills, 107 tools, 15 data adapters, all free or free-tier data: no paid subscript…
Spendglass
Your bank transactions on your own machine, readable by your local AI agents — and by nothing else. Local-only finance store + read-only MCP server.
Wallos MCP Go
Go MCP server for Wallos — manage subscriptions, categories, and payments via AI. ~24MB image, ~1.5MB RAM, built-in auth
Canhoto
Local-first personal finance engine for statement parsing, safe agent workflows, and monthly PDF summaries.
Despezzas MCP
MCP open-source e não oficial para dados financeiros do Despezzas, em Python/FastMCP, com deploy no Prefect Horizon.
Mfmcp
Local-first MCP server, CLI, and dashboard for analyzing your Indian mutual-fund portfolio from a CAS PDF: XIRR, LTCG harvesting, SIP/STP detection, overlap.
Minley Budget App
Native Android budget tracker for managing accounts, transactions, recurring items, reminders, and monthly personal finance activity.
Duofund
Finanças a dois, sem complicação. App de finanças para casais com escopo pessoal e compartilhado — Laravel 12 + Livewire Volt.
W Bonkers
Your AI agent runs your stock plan on rails — agent-installable NSE portfolio autopilot for Claude Code & Codex. Deterministic engine, Todoist feedback loop, everything archived l…
Actual MCP Server Legacy
Production-grade Actual Budget MCP server with streamable HTTP/SSE transport, bearer auth, and full read/write/reconciliation tools for Claude & AI agents.
Tuskledger MCP
Model Context Protocol server for Tusk Ledger — gives your AI assistant typed access to your local personal finance data without sending it outside your machine. Local-first all t…
Cashbff MCP
CashBFF MCP server: talk to your money inside Claude. Hosted at api.cashbff.com/mcp. Connection guide, tools, and docs.
Tallyo
Self-hosted personal finance tracker for your household — transactions, budgets, net worth, and portfolio via Plaid, SimpleFIN, and crypto wallets. Go + React PWA, single binary,…
Cesar Money MCP
Open-source MCP server connecting AI assistants to Monarch Money personal finance data. 20+ tools, OAuth 2.1, dual transport (stdio + HTTP).
Goetta Finance MCP
Ask Claude about your finances. A local-first MCP server that syncs accounts and transactions from SimpleFIN into DuckDB on your own machine, with a localhost dashboard for spend…
My Finance MCP
Bare-bones Model Context Protocol server that stores personal finance transactions in ChromaDB and lets Claude run semantic queries against them.
Kinti
AI-powered personal finance app. Track spending, scan receipts, manage budgets and investments — with an MCP interface for AI-driven data entry and analysis.
Pocketledger
Built an AI-powered personal finance assistant that lets users track expenses using natural language. Features include expense categorization, budget tracking, recurring payment d…